Abbey Davis, CFP®

Financial Planner

  • Abbey Davis is a Financial Planner at Strata Wealth Advisors. She gathers and analyzes client data to build and monitor comprehensive financial plans in alignment with the Strata Wealth 360 Planning Process®.

    Abbey began her career in financial planning immediately after graduating from Texas A&M University. In her prior role as a Financial Planning Specialist at Carter Financial Management, she worked alongside the Carter Advisory Services team to develop comprehensive financial plan reviews for clients. Additionally, she assisted in training and mentoring interns.

    Abbey graduated summa cum laude from Texas A&M University with a Bachelor of Science in Agricultural Economics and a minor in Financial Planning. She has also obtained the CERTIFIED FINANCIAL PLANNER™ certification. Her passion for financial literacy led her to be involved in organizations such as Junior Achievement, the Financial Planning Student Association, and the A&M Money Education Center, where she served as a volunteer peer financial advisor. She is currently active in the Dallas/Fort Worth Financial Planning Association as a NexGen committee member.

    Abbey grew up in Sugar Land, Texas and currently lives in Pilot Point, Texas. She has a rescue cat, Willow; rescue Australian Shepherd, Jolene; and Quarter Horse, Sailor. She enjoys cooking and baking, spending time outdoors, visiting family in the Houston area, and living an active lifestyle. Her favorite past-time is riding and training Sailor for working cow horse shows.

    Areas of Expertise

    • Comprehensive financial planning
    • Data analysis
    • Client services
    • Operational efficiency